2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
European reform must wait as the US continues to advance
The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
WD-40, the graveyard cabinet and a hunt for special smaller companies
I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here’s what I’m looking for.
US election: the Inflation Reduction Act (IRA) and the risk of repeal – Implications for investors
The multi decade transition to green energy should remain intact. We explain why and highlight companies set to benefit.
Can the demand for critical minerals be met responsibly?
Solar, wind and batteries all rely on critical minerals. Will the race to unearth them drive innovation or lead to unsustainable practices in global supply chains?
How does board gender diversity affect stock risk?
Companies with insufficient board gender diversity have higher idiosyncratic risk, so how can portfolio managers go about mitigating this?
Columbia Threadneedle Sustainable Outcomes Global Equity Strategy Q2 update
News and views on the issues impacting the world of sustainable investing, including the US Inflation Reduction Act and record global temperatures, and a focus on ‘our ageing world’.
CT Responsible Global Emerging Markets Equity Strategy – Responsible Profile 2023
Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
Europe better placed than America… and cheaper
In the US, weakening employment poses risks to both consumer expenditure and growth, while in China both the consumer and the property market are at risk.
CT Responsible Global Equity Strategy 2023 Responsible Profile
Learn how we engage to understand and encourage improvement in companies’ management practices of ESG issues
